Proclaim Practice Management & Legal Accounts Software

The Proclaim Practice Management Software system integrates the market-leading Proclaim Case Management system with Proclaim Accounts, to form a practice-wide software solution.

Did you know…? Half of all new Proclaim clients take the full Proclaim Practice Management solution!

Core system elements include…

Making Tax Digital

The new Proclaim Making Tax Digital toolset has been officially recognised by HMRC as being Making Tax Digital compliant. Businesses will be mandated to use the Making Tax Digital system from April 2019 to meet VAT obligations. Easily remain compliant with Proclaim legal accounting software.

Security

Proclaim provides you with the option to control user access to various accounts information subject to individual security permissions.

Postings

As well as catering for the full range of posting types (including regular postings for standing orders, direct debits, accruals, prepayments etc), erroneous postings can be reversed, and ‘quick postings’ can be made from within individual matter enquiry screens. In addition, ‘slip’ postings can be created within the Proclaim Case Management System and posted in Accounts, meaning less work for cashiers.

Also, two financial periods can be open at once to allow staff to work on, for example, month-end and the next financial period concurrently.

Office / Client Ledger

Configurable display, with the option to include colour-coding (e.g. red coding for a client account being less than zero)

Display of underlying double entry

Full billing details relating to profit costs, VAT and disbursements

Allocation of monies received against bills and disbursements

Ability to insert narrative to explain entries

Post journals between office / client ledgers

Post bills & credit notes

Purchase Ledger

Proclaim’s purchase ledger provides control all of your suppliers’ financial transactions and allows you to record accounts, credit limits, settlements, etc. The system enables you to track what you owe, to whom, and when the payment is due, and in addition allows analysis of your purchases, split into multiple nominal analysis accounts.

Nominal Ledger

Proclaim’s practice management software’s nominal ledger can be used in “single-office, single-department” or “multi-office, multi-department” structures. Full period and budgeted management accounts are also provided for all structures. Proclaim provides for ordinary journals, as well as the facility to post out of period / year.

Deposit Account Ledger

Reports & Management Information

A comprehensive set of standard reports is included, and can be tailored or added to. Management information ranges from fee earner analysis, to monthly budgets, to practice-wide P&L accounts. Regular reports can be saved and run whenever required. All reports can be exported into Excel or Adobe.

Billing

Proclaim’s feature-rich law firm accounting software allows the billing of WIP and disbursements, as well as full freedom in terms of fee earner allocation.

Disbursement

A disbursement purchase ledger ensures control of supplier and expert disbursements. A full disbursement reporting system keeps track of disbursements including those that are incurred but not yet paid out of office, credited, billed, written off or anticipated.

Cash, Bank and Cheques

Proclaim legal accounting software supports numerous bank/cash accounts with full automatic reconciliation, in addition to links for CHAPS payments. Cheque printing is catered for, with a feature allowing you to design cheques on-screen in keeping with your firm’s branding.

VAT and Audit Trail

Proclaim provides automatic printing of VAT return forms, with a full audit trail. The system also has full audit trails for each transaction, incorporating ‘drill-down’ to reveal underlying details such as VAT and double entry. Expect reduced audit fees and painless VAT inspections!